Usonian Investments LLC (Chicago)

Name: Usonian Investments LLC
Address: 353 N. Clark St, Chicago, IL, 60654
Telephone: 312 724 8866

Usonian Investments LLC is a large advisory firm based in Chicago. It manages $1.03 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Illinois.

Usonian Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Usonian Investments: assets under management

The assets under management (AUM) of Usonian Investments LLC is $1.03 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and $234.97 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.03 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.75 million each.

Usonian Investments has custody of $19.95 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Usonian Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Usonian Investments serves?

The only and largest group of clients of Usonian Investments is pooled investment vehicles with 2 clients and $254.92 million of assets under management. Among the 10 most similar advisory firms, Usonian Investments has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $254.92 million for 2 clients. 14% of the firm’s clients are foreign persons or businesses.

Usonian Investments also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Usonian Investments LLC

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rami A S Natsheh	Chief compliance officer	1 Jun 2017	Other	6810609
Steven Drew Edwards	Managing member, ceo	1 Jun 2017	50% - 75%	4445030
Marco Pedro Priani	Co-founder, managing director	1 Jun 2017	25% - 50%	6810598

Based in Chicago

The principal office where Usonian Investments LLC performs its advisory services is located at 353 N. Clark St, Chicago, IL 60654, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312 724 8866 or by fax 312 724 9003. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at usonianinvestments.com.